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Making a Sustainable Difference

Investor engagement can make a positive difference to poor mining communities

  • Rachel Reutter
  • Michael Ulrich
22 Jun 2022

Making a Sustainable Difference

Investor engagement can make a positive difference to poor mining communities

18 Jun 2022

View from Asia

In a new era, investors need discipline

18 Jun 2022

Emerging Markets Spotlight

Inflation is not all bad news in emerging markets

31 May 2022

UK Equity Income Bulletin

In an environment of higher inflation, investors should increasingly favour dividend-paying stocks

23 May 2022

View from Asia

Markets now collectively believe that central banks are behind the curve. Risk-aversion prevails

15 May 2022

The Return of Low-Cost Investing

Rising yields are presenting interesting opportunities to income investors

13 May 2022

Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

03 May 2022

Is your equity portfolio ready for a turn in the investment cycle?

A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.

02 May 2022

UK Equity Income Bulletin

The rotation from financials and cyclicals to defensives has reached an extreme last seen following the collapse of Lehmans

20 Apr 2022

Under the Bonnet

The world is a very different place to what it was a month ago. As ever, we seek strategic idiosyncratic change where hidden value can be unlocked through management actions

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